销售人员使用生成式AI趋势报告 Trends in Generative Al for Sales.docx

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1、TrendsinGenerativeAlforSalesInsightsfromMoreThanl,0SalesProfessionalsonUsingGenerativeAIatWorkResearchMethodologySalesforcenductedasurveyongenerativeAlinpartnershipwithYouGovfromMay18-25.2023.Itincludedmorethan4l135full-timeemployeesacrosssales,service,marketing,andcommerce.Thedatainthisguidereflect

2、sresponsesfrom1.036full-timesalesprofessionals,representingcompaniesofavarietyofsizesandsectorsintheUnitedStates.UnitedKingdom,andAustralia.Thesurveytookplaceonline.ThefigureshavebeenweightedandarerepresentativeofallU.S.,U.K.,andAustralianfull-timeemployeesovertheageof18.TableofContentsForeword0401i

3、GenerativeAlisHelpingTeamsSellFasterandMore0502SalesTeamsFeelUnpreparedforGenerativeAl0603BuildingTrust:SellersWantOversightandSecureData0704BuildingSkills:SellersWantTrainingandOpportunities_qqMoreAlResourcesforSalesTeams09ForewordJennifer1.agalyEVP.Sales,SalesforceYouveprobablyheardalotaboutgenera

4、tiveAlbynow.Youveprobablyeventriedusingitforbasictaskslikewritingemails,onlytogetbackgenericpywithquestionableaccuracy.Notveryrevolutionary.ImagineusinggenerativeAlthatpullsnotjustfrompublicdatabases,butfromcustomerdatayoucantrust.Thistlcanseethatacustomerjustbrowsedyourwebsiteandlaunchedanewproduct

5、.ThenitcanCreateasalesstrategyforyourteamthatssorelevantandpersonal,itmakesjuniorsellersaseffectiveastopreps.Nowthatsagamechanger.AtSalesforce,we,vemadethisdreampossible.WeseegenerativeAlasthetechnologyofourlifetime.Andwewanttohelpyoudifferentiateyourselfandyourcompanybysupersizingyourskillswithgene

6、rativeAl.Hereshow.ThefirstwaveofgenerativeAlwillcomeoverthenextyearortwo.Duringthisfirstpartoftheinnovationcycle,theadvantagewillgototheearlyadopters.Myadvice?Getinnovative,actwithurgency,anduseit.Then,therewillbeasecondwaveofgenerativeAl.asitsusebecomeswidespreadandsustainable.Thatswhentheadvantage

7、willgotothecompanieswiththecleanestcustomerdata.Myadvice?Dontwaittotoshoreupyourdata.Togetyoustarted,thisreportshedslightonhowmorethan1,000sellersareexperimentingwithgenerativeAl.Youlllearnhowtheyreovercomingskillsandtrusthurdles.YoullgetinsightsforcatchingthefirstwaveofgenerativeAlwithnewtools.Andy

8、oulllearntheimportanceofcleaningandsecuringyourcustomerdatatousethistechnologyeffectivelylong-term.01SalesprofessionalsalreadyusinggenerativeAlareusingitto:GenerativeAlIsHelpingTeamsSellMore,FasterOverhalfofsalesprofessionalsagreethatgenerativeAlhelpsorwillhelpthemdoIheirjobsbetterinseveralways:56%s

9、ayithelpsorwillhelpthemincreasesales.58%ofsalespeopleagreegenerativeAlhelpsorwillhelpthemincreaseproductivity.Theyestimateitsavesorcouldsavethem4.5hoursaweek.SalesprofessionalsarealreadyusinggenerativeAltohelpwithavarietyoftasks,fromresearchingaccountsandwritingprospectingemailstocreatingsalesreport

10、sandbuildingsalesstrategies.61%sayithelpsorwillhelpthembetterservecustomers.Thefutureofsalesistoserve,notsell.GenerativeAlgivesusguidancethatssopersonalandprecise,we,realwayspresentingthemostrelevantsolutions-nopushingrequired.AutomatesalescommunicationsMarcusChanSalescoachandauthorofSix-FigureSafes

11、SecretsSalesTeamsFeelUnpreparedforGenerativeAlSalesprofessionalsreportlowgenerativeAladoptioncomparedtomarketingcounterparts.AboutathirdolsalesprofessionalsarecurrentlyusingorexperimentingwithgenerativeAl.Thatsmorethaninservicebutlessthaninmarketing.Whatsholdingsalesteamsback?1.argely,atrustandskill

12、sgap.MostsalesprofessionalssaygenerativeAlintroducesnewsecurityrisks,andnearlyhalf(49%)alsothinkgenerativeAloutputsareinaurate.Manyalsofeelunprepared.Only47%saytheyknowhowtogetthemostvalueoutofgenerativeAlatwork.Currentlyi11oorperimentrtgPlanuseAtrustgap:Askillsgap:ofsatesprofessionalssaygenerativeA

13、lintroducesnewsecurityrisks.ofsatesprofessionalssaytheydontknowhowtosafetyusegenerativeAlatwork.AnitaNielsenSafesleaderandauthorof-BeatTheBotsHowYourHumanityCanFUture-ProofYourTechSalesCareerTherealityisthatbeingunpreparedisachoice.ThebenefitscomewhenweseeAlasatool,notaterror,andbringItIntooursalesm

14、otions.Acallforhumanoversight:olsalespfo,esoraJ8sayhumanoversighti$importantIorusinggeneratrveAl.BuildingTrust:SellersWantOversightandSecureDataToclosethetrustgap.salesprofessionalsprefertokeepahumanintheloopandprotectsensitivedata.Themajorityofsalesprofessionalssayethical-useguidelinesarecriticalfo

15、rsuccessfullyusingthistechnology.Mostalsocallforhumanoversighttoverifyitsconclusions,withmorethantwo-thirds(68%)agreeingthatgenerativeAllackshumancontextualknowledge.Salesprofessionalsarealsofocusedondatasecurity,with63%sayingthattheirmpany,sdataisnotproperlysetupforgenerativeAl.Acallforethicalguidelines:ofsalesp1essiona怜eayCao/、emcausegude*nesare04/oJcriticalforudnggenerativeAl.Scott1.eeseSalesleaderandForter,Scoit1.eeseConsultin